Your team shouldn't spend 15 hours on a proposal.
We automate the operations that slow down your firm. Proposals, reporting, onboarding.
Proposals take 15 hours to assemble
5 people involved, time not billed, slow pipeline. Every proposal is assembled from scratch.
Client reporting is manual and repetitive
Junior hours burned on formatting. Data pulled from 3 systems, pasted into slides.
Client onboarding is inconsistent
Sloppy start erodes trust. Access, welcome emails, kickoff scheduling. All manual.
Services
What we build
Workflow Automation
We find the process that wastes the most time in your business and automate it end-to-end. Intake, proposals, reporting, onboarding. Running without manual work.
AI Products
AI tools built around your data and workflows. Assistants, smart reporting, classification, extraction. Built for your operations, not generic.
Custom Development
Web apps, SaaS tools, and custom software that runs your operations. Scoped per project, built to your spec.
Let's talk about your operations.
30 minutes. No commitment. We'll find your #1 automation opportunity.
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